Audience
General contractors and staff who monitor subcontractor coverage, flag expired policies, and follow up for updated certificates.
About COISafe
COISafe is a web-based certificate of insurance (COI) tracking application for general contractors and teams responsible for subcontractor compliance. Users can add subcontractors, define insurance requirements, and collect certificates through uploads or email forwarding. The service reads submitted COIs and organizes coverage status, including current, expiring, and missing documentation. It flags requirements such as additional insured status and minimum coverage limits, helping teams identify certificates that need review and follow up with subcontractors for updated documents. A dashboard tracks certificate records and renewal dates. COISafe also integrates with Procore and QuickBooks Online to support vendor and insurance-status workflows. It provides a browser-based alternative to spreadsheet-based tracking for teams managing subcontractor insurance documentation.